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Skills

  • Sales Growth in Lending Products
  • Loan origination and approval processes
  • Bad Debt Loss Reduction Tactics
  • Loan processing efficiency improvement
  • Secured and Unsecured Lending Expertise
  • Portfolio Loan Structuring
  • Loan Application Process Optimization using ServiceNow
  • Risk-Based Loan Approval Processes
  • Debt-to-income ratio optimization
  • Post-Loan Survey Management and Client Satisfaction Improvement

Work Experiences

  • Achieved measurable improvements in customer satisfaction.
  • Achieved a closure rate of 46% in 2018.
  • Advised clients on complex loan portfolios amounting to over $9 in 2019, leading to a 67% increase in approved funding proposals.
  • Meet with potential borrowers to gather information for loan applications and to answer questions about the process.
  • Collaborated with the financial planning team.
  • Submit applications to credit analysts for review and approval.
  • Consult with underwriters to help with mortgage application issues.
  • Keep up with new types of loans and other financial services and products to better meet customers' needs.
  • Achieved a 20% faster response time for loan approvals.
  • Collaborated with investor relations.

Summaries

  • Advanced skills in commercial loan facilitation.
  • Delivered tailored loan recommendations.
  • Created opportunities for new homeowners within stringent regulatory frameworks.
  • Contributed to underwriting decisions.
  • Adept at financial analysis.
  • Contributed to improved client financial health.
  • Conducted risk assessment and performance tracking.
  • Client-focused Financial Consultant with 11 years of experience.
  • Achieved average savings of $8 per package.
  • Decreased non-performing loans by 34%.

Accomplishments

  • Facilitated successful loan renegotiations for distressed corporate clients, reducing at-risk loans by $15 annually.
  • Managed cross-functional teams to digitize the loan application process, resulting in a 36% improvement in customer satisfaction and operational efficiency.
  • Achieved Scrum Master to improve expertise in loan structuring and financial risk management, positively impacting client advisement strategies.
  • Collaborated with compliance teams to ensure full adherence to federal lending regulations, reducing non-compliance risk by 22% in 2021.
  • Designed a business intelligence dashboard for real-time monitoring of loan performance, resulting in a 58% improvement in portfolio management.
  • Spearheaded a process improvement initiative that reduced turnaround time for loan underwriting decisions by 43% without compromising quality.
  • Negotiated complex loan restructuring agreements for corporate clients, minimizing potential losses by $2 and securing sustainable repayment plans.
  • Led cross-functional team to implement loan decisioning software, reducing client onboarding time by 67% while enhancing accuracy in loan approvals.
  • Delivered financial forecasts for corporate clients to secure lending options at competitive rates, generating $7 in new business over one year.
  • Implemented custom loan restructuring plans, reducing client defaults by $14 while strengthening long-term borrower relationships.

Affiliations

  • Member of Toastmasters International, with a focus on enhancing communication and relationship-building tactics critical for client retention in lending.
  • Member of the Loan Syndications and Trading Association (LSTA), keeping up to date with the latest trends in loan syndication and high-value commercial loan structuring.
  • Alumni member of process Finance and Lending Club, where I contributed to capstone projects related to high-value loan portfolio management.
  • Active member of the Risk Management Association (RMA), frequently attending seminars on credit risk evaluation and asset management.
  • Licensed Financial Consultant Partner through the North American Securities Administrators Association (NASAA), focused on delivering compliant and well-structured loan products.
  • Participant in the Association of Corporate Treasurers (ACT), specializing in liquidity solutions and loan structuring for corporate clients.
  • Participant in the Financial Executives International (FEI) Lending Committee to discuss strategies for improving loan performance for small to medium enterprises.
  • Certified Financial Consultant (CFC) by the Institute of Financial Consultants, enhancing professional credibility in providing comprehensive lending strategies.
  • Associated with the Chartered Institute for Securities & Investment (CISI), continually advancing skills in financial research, credit analysis, and loan approval processes.
  • Collaborator with the Financial Services Accounting Consortium (FSAC), supporting discussions on transparency and reporting standards in lending transactions.

Certifications

  • Certified Financial Planner (CFP)
  • Diploma in Credit Management by Meridian
  • Financial Risk Manager (FRM)
  • Credit Risk Management Certification by Beacon Labs
  • Accredited Mortgage Professional (AMP)
  • Chartered Global Management Accountant (CGMA)
  • Graduate Lending Schools Certification by Denver or Lakeside Partners
  • Accredited in Business Valuation (ABV)
  • Association of Corporate Treasurers Certificate in International Treasury Risk Management
  • Management of Risk (MoR®)

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